626 Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Hold
2025
Q1
$212K Hold
2024
Q4
$223K Hold
2024
Q3
$217K Hold
2024
Q2
$206K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q2
Sell
2022
Q1
$212K Hold
2021
Q4
$224K Buy
2021
Q1
$212K Buy